Rhiannon Tutty*

Address:
906-8th Avenue Unit 3, PO Box 9 Invermere, British Columbia V0A 1K0
Languages:
English
Phone:
250-342-9052
Cell:
250-341-7171
Email:

As a proud mother of four, I love spending time with my family. I know finding the time to sort out your financial priorities can be challenging. As a Sun Life Financial advisor, I know the importance of a well-built plan to protect loved ones and grow your savings. I'm committed to helping clients increase their financial literacy so they can make educated decisions about their future. Having run a successful bookkeeping business for 12 years, I have the knowledge and skills to help clients build their strategy to achieve their goals with confidence. Whether you're single, raising a family or running your own business, I have the expertise to help you by providing the advice and high level of service I'd expect for my own family.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.